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Enphase Energy

749 hedge funds and large institutions have $17B invested in Enphase Energy in 2021 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 276 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 57

23% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 224

21% more capital invested

Capital invested by funds: $14.1B → $17B (+$2.93B)

18% more funds holding

Funds holding: 637749 (+112)

0.82% less ownership

Funds ownership: 69.89%69.08% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

32% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.56B

Holders
749
Holders Change
+112
Holders Change %
+17.58%
% of All Funds
11.53%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
178
Increased
276
Reduced
224
Closed
57
Calls
$1.06B
Puts
$1.56B
Net Calls
-$504M
Net Calls Change
-$84.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.7M +$38M +182,098 +2,426%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$34.4M +$4.93M +23,609 +14%
CHAM
78
Clear Harbor Asset Management
Connecticut
$32.7M -$650K -3,115 -2%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$32.4M +$28.6M +136,857 +339%
RHBC
80
R.H. Bluestein & Co
Michigan
$31.3M +$1.26M +6,029 +4%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$30.9M +$3.88M +18,574 +13%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$29.8M -$295K -1,416 -0.9%
DekaBank Deutsche Girozentrale
83
DekaBank Deutsche Girozentrale
Germany
$28.5M +$19.9M +95,295 +168%
VanEck Associates
84
VanEck Associates
New York
$28.3M +$1.16M +5,553 +4%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$28.2M +$32.1M +154,086 New
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$27.9M +$98.1K +470 +0.3%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$26.7M +$11.3M +54,323 +59%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$26.3M -$334K -1,600 -1%
Prudential Financial
89
Prudential Financial
New Jersey
$26.2M +$598K +2,864 +2%
EVM
90
Eaton Vance Management
Massachusetts
$26.1M +$2.34M +11,225 +9%
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
$25.5M +$10.2M +48,802 +54%
CS
92
Candriam SCA
Luxembourg
$24.7M -$4.08M -19,558 -13%
SCA
93
Salient Capital Advisors
Texas
$24.1M +$7.58M +36,348 +38%
Man Group
94
Man Group
United Kingdom
$23.8M +$12.2M +58,512 +82%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$23.6M +$23.7M +113,771 +740%
Wellington Management Group
96
Wellington Management Group
Massachusetts
$23M +$516K +2,475 +2%
Marshall Wace
97
Marshall Wace
United Kingdom
$22.8M +$24.6M +118,037 +1,806%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$22.7M +$486K +2,329 +2%
Two Sigma Investments
99
Two Sigma Investments
New York
$22.4M +$14.8M +70,857 +137%
Citadel Advisors
100
Citadel Advisors
Florida
$22.1M +$21.2M +101,822 +542%

ENPH Hedge Fund Activity: Q4 2021 in Review

749 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2021, worth a combined $17B — up 21% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new ENPH positions and 57 closed out — a net gain of 121 holders — while 276 added to existing stakes and 224 trimmed.

The largest buyer was BlackRock, adding an estimated $215M. The largest seller was BNP Paribas Asset Management, cutting an estimated $219M.

  • 749 institutional investors held Enphase Energy (ENPH) as of Q4 2021, up from 637 in Q3 2021.
  • Funds reported $17B of Enphase Energy stock for Q4 2021, up 21% quarter-over-quarter.
  • 178 funds opened new Enphase Energy positions in Q4 2021 and 57 closed out, a net change of +121 holders.
  • The largest Enphase Energy buyer in Q4 2021 was BlackRock, an estimated $215M added.
  • The largest Enphase Energy seller in Q4 2021 was BNP Paribas Asset Management, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2021.